BlueStem Wealth Partners, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BlueStem Wealth Partners, LLC on MSFT, newest first. How the timeline and the estimate are built.
BlueStem Wealth Partners, LLC held 3,736 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 3,736 sharesChange vs previous 13F +8 shares
0.14% of the 13F portfolio, value $1,393,432.
13F-HR 0001765380-26-000343 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,728 sharesChange vs previous 13F +609 shares
0.15% of the 13F portfolio, value $1,380,134.
13F-HR 0001765380-26-000181 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,119 sharesChange vs previous 13F +172 shares
0.17% of the 13F portfolio, value $1,508,371.
13F-HR 0001765380-26-000066 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,947 sharesChange vs previous 13F +657 shares
0.17% of the 13F portfolio, value $1,526,297.
13F-HR 0001765380-25-000476 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,290 sharesChange vs previous 13F +513 shares
0.14% of the 13F portfolio, value $1,138,965.
13F-HR 0001765380-25-000350 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,777 sharesChange vs previous 13F -19 shares
0.09% of the 13F portfolio, value $666,997.
13F-HR 0001765380-25-000173 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,796 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $756,842.
13F-HR 0001765380-25-000048 filed by BlueStem Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).